The Complete AI Toolkit for IB Analysts
AI-Powered Financial Modeling in Excel using Endex [1 of 7]
In week 1, get hands on with Endex and see the financial modeling revolution in action. Learn the workflows the world’s leading analysts are using to build their models.
April 15
09:00 New York | 14:00 London
Online
Live & interactive
60 min
Practical + interactive training
Led by
FE Managing Director & former J.P. Morgan analyst
AI-Powered Financial Modeling in Excel using Endex [1 of 7]
In week 1, get hands on with Endex and see the financial modeling revolution in action. Learn the workflows the world’s leading analysts are using to build their models.
£39 (Inc Tax)
30-Day Money-Back Guarantee T&C apply
3000+ students enrolled
Discover New Workflows With Endex
Stop building models from scratch, get to the analysis faster. Endex is an AI-powered Excel add-in that automates the most time-intensive parts of financial modeling.
Three-statement model automation.
Build integrated income statement, balance sheet, and cash flow statements faster with AI-guided formula logic. Endex handles the wiring so you can focus on the assumptions.
Formula auditing and error detection.
Identify circular references, broken links, and inconsistencies instantly. Catch the subtle errors that manual review misses — before they reach a client or committee.
DCF model acceleration.
Automate WACC calculations, terminal value builds, and sensitivity tables. Get to the analysis faster without rebuilding standard structures from scratch every time.
LBO model construction.
Generate sources & uses, debt schedules, and returns analyses. Build PE-ready LBO models in a fraction of the time, with AI handling the structural heavy lifting.
Precedent transaction analysis.
Pull and structure deal data from filings with in-line citations. Spend less time hunting through proxies and more time interpreting what the comps actually tell you.
Quality control workflows.
AI-powered cross-checks against Bloomberg and FactSet data. Add a layer of automated verification that flags discrepancies before your VP does.
IB Analyst Use Cases.
Building three-statement models from 10-Ks, constructing LBO models for PE pitches, automating DCF sensitivity analysis, auditing inherited models for accuracy, pulling comps data from public filings, generating valuation summary outputs for pitch books.
Led by Industry Experts
FE Managing Director + Former J.P. Morgan Analyst
Alastair Matchett
Alastair has over 22 years of experience teaching on Wall Street and beyond. He began his career at J.P. Morgan in mergers and acquisitions, covering financial institutions and oil and gas, before moving to the private equity firm 3i.
Alastair then left to begin instructing and set up AMT Training in 1997. At the start of 2016, he founded Financial Edge Training and has since been delivering programs at 7 of the top 10 investment banks as rated by the Financial Times.
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Why Financial Analysts Are Signing Up
Learn from bankers, not technologists.
All sessions are taught by former IB analysts from Goldman Sachs, J.P. Morgan and Merrill Lynch. Instructors who’ve built the models, drafted the pitch books, and worked the 80-hour weeks. They know which tools actually save time and which create more work.
Hands-on, not theoretical.
Every session follows a practical format: live demos with real banking use cases, hands-on exercises, and Q&A. You’ll leave each session with workflows you can apply immediately.
Prompt libraries and templates included.
Each session comes with IB-specific prompts, downloadable Excel templates with AI integration workflows, and validation checklists to ensure AI outputs meet banking quality standards.
Deliver faster, cleaner work.
Cut model build time by 40–50%, automate comps generation, and produce higher-quality pitch materials. The analysts who master these tools will stand out.
Built for your schedule.
All sessions are recorded and available to rewatch at your convenience. The Wednesday slot is designed to work across London (2pm), New York (9am) and Frankfurt (3pm) time zones.
Accuracy you can rely on.
AI tools can make subtle errors with big consequences. Every session covers concrete validation techniques and modeling standards, so you can leverage AI as a productivity accelerator without fear.
Frequently Asked Questions
Where are they hosted?
All sessions are hosted online via Zoom. Recordings will be made available afterward.
Do Felix subscribers need to pay?
No! This is a premium virtual training session, but if you have an active Felix Boost or Pro subscription you can access the AI sessions via Felix Live at no extra cost. Visit the Felix Live section on Felix’s homepage to register.
What happens next?
After purchasing we will send you a welcome email containing all of the joining instructions for the session(s) you have access to. Please follow the instructions and use the links included to add the sessions to your calendar.
Can I buy the complete series?
Do I need prior AI experience?
No prior AI experience is required. We start with fundamentals and progress to advanced applications, ensuring accessibility for all skill levels.
Will the recording be available if I miss the live session?
Yes, all sessions are recorded and available shortly after for you to review at your convenience.
Can I purchase access for my team?
Absolutely. Contact our team for volume pricing and dedicated onboarding support for team enrollments.
Do I need to purchase the AI tool separately?
Tool access requirements vary. Most tools offer free trials or basic tiers. We’ll provide guidance on access options during each session, having immediate full access is not a requirement.
What if I work in a different time zone?
Sessions run weekly at 2:00 PM BST, that’s 9:00 AM in New York, 6:00 AM in San Francisco, and 3:00 PM in Frankfurt. If that doesn’t fit your schedule, all sessions are recorded. While live attendance offers the best interactive experience, you can watch recordings and submit questions for follow-up.
Will I receive continuing education credits?
Participants receive a certificate of completion. Check with your institution regarding CPE/CPD credit eligibility.